Investment Analyst II – Commercial Real Estate Finance

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! 

Northmarq is seeking an experienced Investment Analyst II to support the Production Debt + Equity team in our Phoenix office. The individual will join an active and top-performing Production Originations team while providing support to the office through financial analysis and underwriting, loan request/investment report packaging, due diligence, closing, servicing, and various support functions.

*This position is an in-office position with a near-term start date required.

Position Responsibilities:

• Underwriting – Underwrite commercial real estate debt and equity investments by analyzing historical and projected financials, borrower models, and market data, including JV waterfall and promote structures, sponsor return modeling, and scenario testing, to support reliable valuation and loan recommendations.
• Packaging – Prepare comprehensive debt and equity request packages that meet company and lender guidelines, including narrative summaries of the sponsor/borrower, property, business plan, and market conditions, supported by financial analysis, underwriting, lease/rent roll and comp set analysis, and exhibits such as photos, aerials, and maps.
• Pre-closing –Compile deal-specific lists of potential lenders, coordinate and internally track lender outreach. Collect loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates.
• Closing – Provides closing coordination at the direction of Managing Director or Producer, including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence, ordering and reviewing third party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.) Maintaining open communication with borrowers, lenders, legal counsels, third party vendors, and internal servicing and insurance departments on an as-needed basis.
• Research & Lead Generation – Provide reliable borrower, property, and market level data by using available third party and internal resources. Research will include but is not limited to ownership records, property transaction history, demographics, and sales and rent comparables. At the direction of Managing Director or Producer, conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms.
• Servicing – Perform regional office servicing functions including investor portfolio analysis, lease reviews/briefs, and routine regional office servicing duties through local market knowledge.
• Client Service – At the direction of Managing Director or Producer, responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner.
• Organization/Time Management – Plan, schedule, and prioritize workload to best utilize time and efficiently manage daily tasks to include research, financial analysis and underwriting, loan packaging, and closing services.
• Marketing & Office Administration – Provide administrative support and marketing efforts for office functions as needed.

What We're Looking For:

• Minimum of 2-3 years of experience in Commercial Real Estate Finance.  Preference for candidates with exposure to multifamily, retail, and/or industrial underwriting.
• Experience with equity underwriting (JV structuring, waterfall modeling) is a strong plus
• Four-year college degree required with a major in real estate, finance, accounting, or business area preferred
• Proficient understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc.
• Proficient tech knowledge and skills, including in-depth knowledge of Microsoft Office (Excel, Word, PowerPoint etc.) Knowledge of Salesforce or ARGUS software is a plus.
• Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving. Ability to handle multiple projects and assignments; able to prioritize and meet deadlines
• Resourceful with a strong initiative and ability to work independently with minimal supervision, strong work ethic and willingness to work extended hours when necessary
• Excellent written and verbal communication skills

Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!